Common use of Funding Information Clause in Contracts

Funding Information. Describe the source of the funds (e.g. personal injury award, class action settlement, inheritance, Social Security back payment, other): If the source is a Personal Injury award, please describe the accident/injury. If the source is a class action settlement, please describe the class action: A. Amount to be deposited into the trust (estimate if not certain): $ B. Will there be a structured settlement? C. Will there be a Court ordered settlement? ☐ Yes ☐ No D. Does the Beneficiary have a Life Care Plan? ☐ Yes ☐ No X. Xxxx qualification of the Trustee before the Clerk of Court and/or annual filings with the Commissioner of Accounts be required by the Court? ☐ Yes ☐ No

Appears in 3 contracts

Samples: First Party Pooled Special Needs Trust Joinder Agreement, First Party Pooled Special Needs Trust Joinder Agreement, First Party Pooled Special Needs Trust Joinder Agreement

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Funding Information. Describe the source of the funds (e.g. personal injury award, class action settlement, inheritance, Social Security back payment, other): If the source is a Personal Injury award, please describe the accident/injury. If the source is a class action settlement, please describe the class action: A. Amount to be deposited into the trust (estimate if not certain): $ B. Will there be a structured settlement?? ☐ Yes ☐ No C. Will there be a Court ordered settlement? ☐ Yes ☐ No D. Does the Beneficiary have a Life Care Plan? ☐ Yes ☐ No X. Xxxx E. Will qualification of the Trustee before the Clerk of Court and/or annual filings with the Commissioner of Accounts be required by the Court? ☐ Yes ☐ No

Appears in 1 contract

Samples: First Party Pooled Special Needs Trust Joinder Agreement

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Funding Information. Describe the source of the funds (e.g. personal injury award, class action settlement, inheritance, Social Security back payment, other): If the source is a Personal Injury award, please describe the accident/injury. If the source is a class action settlement, please describe the class action: A. Amount to be deposited into the trust (estimate if not certain): $ B. Will there be a structured settlement?? ☐ Yes ☐ No C. Will there be a Court ordered settlement? ☐ Yes ☐ No D. Does the Beneficiary have a Life Care Plan? ☐ Yes ☐ NoNo ☐ X. Xxxx qualification of the Trustee before the Clerk of Court and/or annual filings with the Commissioner of Accounts be required by the Court? ☐ Yes ☐ Noof

Appears in 1 contract

Samples: First Party Pooled Special Needs Trust Joinder Agreement

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